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NUGIX vs. DIVD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

NUGIX vs. DIVD

Last updated May 12, 2025

Compare and contrast key facts about Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD).

NUGIX is managed by Nuveen. It was launched on Jun 10, 2012. DIVD is an actively managed fund by Altrius. It was launched on Sep 29, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUGIX or DIVD.

Correlation

The correlation between NUGIX and DIVD is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

NUGIX vs. DIVD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

NUGIX:

7.22%

DIVD:

6.88%

Max Drawdown

NUGIX:

-0.55%

DIVD:

-0.80%

Current Drawdown

NUGIX:

0.00%

DIVD:

-0.74%

Returns By Period

NUGIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DIVD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NUGIX vs. DIVD - Expense Ratio Comparison

NUGIX has a 0.89% expense ratio, which is higher than DIVD's 0.49% expense ratio.

NUGIX
Nuveen Global Dividend Growth Fund
DIVD
Altrius Global Dividend ETF

Risk-Adjusted Performance

NUGIX vs. DIVD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NUGIX
The Risk-Adjusted Performance Rank of NUGIX is 3535
Overall Rank
The Sharpe Ratio Rank of NUGIX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of NUGIX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of NUGIX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of NUGIX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of NUGIX is 3333
Martin Ratio Rank
DIVD
The Risk-Adjusted Performance Rank of DIVD is 5454
Overall Rank
The Sharpe Ratio Rank of DIVD is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of DIVD is 5252
Sortino Ratio Rank
The Omega Ratio Rank of DIVD is 5252
Omega Ratio Rank
The Calmar Ratio Rank of DIVD is 6161
Calmar Ratio Rank
The Martin Ratio Rank of DIVD is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NUGIX vs. DIVD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) and Altrius Global Dividend ETF (DIVD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

NUGIX vs. DIVD - Dividend Comparison

NUGIX's dividend yield for the trailing twelve months is around 1.43%, less than DIVD's 3.15% yield.

TTM20242023202220212020201920182017201620152014
NUGIX
Nuveen Global Dividend Growth Fund		1.43%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DIVD
Altrius Global Dividend ETF		3.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NUGIX vs. DIVD - Drawdown Comparison

The maximum NUGIX drawdown since its inception was -0.55%, smaller than the maximum DIVD drawdown of -0.80%. Use the drawdown chart below to compare losses from any high point for NUGIX and DIVD. For additional features, visit the drawdowns tool.

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Volatility

NUGIX vs. DIVD - Volatility Comparison

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